Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen

Freedom – the client and business management system for IFAs Finding and selecting a client

Freedom – the client and business management system for IFAs The client screen The shaded area provides useful summary information …and the buttons provide direct access to client specific information

Freedom – the client and business management system for IFAs The client screen

Freedom – the client and business management system for IFAs Viewing the summary of client assets

Freedom – the client and business management system for IFAs Adding or editing a client’s assets

Freedom – the client and business management system for IFAs The client screen

Freedom – the client and business management system for IFAs Viewing the summary of client cash savings

Freedom – the client and business management system for IFAs Adding or editing cash savings

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Viewing the summary of client investments

Freedom – client and business management system for IFAs Editing a fund based investment

Freedom – client and business management system for IFAs Viewing the individual fund summary for an investment

Freedom – client and business management system for IFAs Editing and viewing a fund based investment

Freedom – client and business management system for IFAs The asset allocation of an individual investment

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Viewing the liabilities summary

Freedom – client and business management system for IFAs Editing a liability

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Viewing the protection summary

Freedom – client and business management system for IFAs Editing a protection policy

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Fact Find – front cover sheet

Freedom – client and business management system for IFAs Fact Find – standing data

Freedom – client and business management system for IFAs Fact Find – objectives and dependents

Freedom – client and business management system for IFAs Fact Find – income, assets and savings

Freedom – client and business management system for IFAs Fact Find – liabilities and protection

Freedom – client and business management system for IFAs Fact Find – investments and their underlying funds

Freedom – client and business management system for IFAs Fact Find – underlying investment funds

Freedom – client and business management system for IFAs Fact Find – Pensions and their underlying funds

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Valuation – cover page

Freedom – client and business management system for IFAs Valuation – assets and savings

Freedom – client and business management system for IFAs Valuation – investments and their underlying funds

Freedom – client and business management system for IFAs Valuation – Pensions and their underlying funds

Freedom – client and business management system for IFAs Valuation – protection and summary asset value

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Asset spread

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Asset spread by risk profile excluding residential property

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Asset allocation – invested

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Client wealth tracking Wealth tracking allows you to record summary client values at a given point providing a history of a client’s net asset value.

Freedom – client and business management system for IFAs Updating Wealth tracking You can get Freedom to automatically update the values or enter them manually

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Wealth tracking chart

Freedom – the client and business management system for IFAs The client screen

Freedom – client and business management system for IFAs Client action outstanding This area of Freedom allows you to record things that require action as well as creating a client history profile.

Freedom – client and business management system for IFAs Client action history Once an item is resolved it is archived into resolved action

Freedom – the client and business management system for IFAs Main Menu From the Main Menu you can view or print all outstanding action for any or all employees up to any date

Freedom – client and business management system for IFAs Employee action

Freedom – client and business management system for IFAs Employee action outstanding A red date denotes that an action is due. To resolve the action to history simply tick the resolved box.

Freedom – client and business management system for IFAs Client reviews due You can also view or print client reviews due, again for all or any individual adviser

Freedom – client and business management system for IFAs Client reviews due

Freedom – the client and business management system for IFAs Main Menu

Freedom – client and business management system for IFAs Find a policy This screen provides several functions. Firstly, you can search for a policy by clicking any of the blue headers.

Freedom – client and business management system for IFAs Client tangible assets This screen shows the total cash and tangible asset values of every client. The detailed report subtotals the cash and assets for each client which can be useful when interest rates are low or property prices high.

Freedom – client and business management system for IFAs Client tangible assets detailed report

Freedom – client and business management system for IFAs Find a policy

Freedom – client and business management system for IFAs Policies due to expire Select a date range and all policies due to expire within the range are listed or can be printed along with the client adviser.

Freedom – the client and business management system for IFAs Main Menu Recording time spent against each client is imperative in operating a successful fee based model, and can also be very useful if you don’t.

Freedom – the client and business management system for IFAs Time

Freedom – the client and business management system for IFAs Adding time The time entry screen is quick and simple to complete and adds a value based on the time spent and charging level set for the employee. Bulk entry allows you to set the employee and date if you are inputting from a timesheet.

Freedom – the client and business management system for IFAs Time Menu you can then view time over any date period, for all or a specific employee, for all or a specific work type

Freedom – the client and business management system for IFAs Viewing time By clicking on the I & E summary from the client screen and then Time, you can see all the time spent on a specific client over any period

Freedom – the client and business management system for IFAs Client time report over a specified period

Freedom – the client and business management system for IFAs Main Menu

Freedom – the client and business management system for IFAs Expenses Menu Expenses work very similar to time and can be assigned directly to a client as appropriate. This may include fuel charges to be reimbursed to the employee or perhaps a client lunch.

Freedom – the client and business management system for IFAs Main Menu

Freedom – the client and business management system for IFAs Fees Menu

Freedom – the client and business management system for IFAs Adding a Fee agreement

Freedom – the client and business management system for IFAs Fee Menu

Freedom – the client and business management system for IFAs Viewing Fees

Freedom – the client and business management system for IFAs Main Menu

Freedom – the client and business management system for IFAs New Business Menu The drop down boxes provide the ability to filter the report in many different ways

Freedom – the client and business management system for IFAs Viewing the New Business Register

Freedom – the client and business management system for IFAs Editing New Business

Freedom – the client and business management system for IFAs Editing New Business commission style and values

Freedom – the client and business management system for IFAs Main Menu

Freedom – the client and business management system for IFAs Funds Menu

Freedom – the client and business management system for IFAs Fund Summary - All invested Funds A summary showing every fund in which you have clients invested along with the total value of that holding. By clicking the Investors button you can see which clients hold the funds along with the current value of their holding.

Freedom – the client and business management system for IFAs Fund Summary – Investors in a fund

Freedom – the client and business management system for IFAs Fund Summary - All invested Funds

Freedom – the client and business management system for IFAs Fund Summary - Invested Funds by sector From here you can create a detailed or summarised mailing list in Excel including client name, address, , phone, fund name, fund value, units held, provider and provider address

Freedom – the client and business management system for IFAs Funds Menu

Freedom – the client and business management system for IFAs Fund Summary – Fund performance last week A summary of how your client’s funds performed last week

Freedom – the client and business management system for IFAs Funds Menu

Freedom – the client and business management system for IFAs Fund Performance A summary of how your client’s funds have performed over a specified period. This is also available for individual clients from the client’s screen.

Freedom – the client and business management system for IFAs Sector Summary This screen shows sector performance over the period based on the funds which you have clients invested in. This report is also available for individual clients.

Freedom – the client and business management system for IFAs Funds Menu

Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics This screen provides a wealth of useful information based on a specified date range. Immediately, you will see how the FTSE100 has performed during the period. The sorting arrows above each asset class section enable you to quickly find other information such as the high and low of FTSE100 or BoE interest rates.

Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics By adding a Sum Invested and applying optional yield from FTSE and Residential Property – Freedom will produce the following comparative statistics

Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics This can prove a very helpful discussion point with clients and can be printed with an accompanying chart.

Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics chart

Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics data

Freedom – the client and business management system for IFAs Selecting a client

Freedom – client and business management system for IFAs The Client screen

Freedom – the client and business management system for IFAs I & E (income & expenditure) Summary The I & E Summary from the Client screen allows you to view the detail of each heading. You can also select a specific date range to view profitability over a set period.

Freedom – the client and business management system for IFAs I & E (income & expenditure) Summary – Income received

Freedom – the client and business management system for IFAs That concludes the demonstration. Thank you very much for watching. If you would like more information or a live no obligation online demonstration of any of our products, please call us on or click the button below to send us an Play the presentation again